Robertson & Associates, CPAs Located in Lakeport & Ukiah

08/31/2026

In the months of June, July and August, we had a few occasions to celebrate some of our employees.

Birthdays:
Shyla- June 1st 🎊
Steven - June 30th 🎉
Leah - July 30th 🥳
Tami - August 21st 🪅

Happy Birthday to each of you. We hope that this year is the best one yet. Thank you for all that you do to help keep our team stay strong!

Work Anniversary -
Shyla - June 12th -
Tami - August 23rd - 22 years

Thank you for your hard work and commitment to our team. We appreciate you and your dedication.

06/04/2026

In the month of May, we celebrated the following employees:

Birthdays: Hoping you all had amazing Birthdays this year!
Gloria - May 15th 🥳
Taylor - May 27th 🎊

Anniversaries: Thank you for all that you do!
Amber - May 1st - 1 year 🌼
Hailey - May 14th - 6 years 💐

This company thrives because of our amazing employees! Congratulations to each of you for these big life moments. So happy to have you all apart of our team!

04/28/2026

In the month of April, we celebrated the following employee work anniversary!

Milan - April 21st - 1 year with R&A 🥳

Happy Anniversary Milan! This company thrives because we have employees who care. Congratulations to you on completing your first year with us. Cheers!

04/06/2026

In the month of April, we celebrate the following employees birthday:

Hailey - April 6th 🥳 🎂 🥳 🎉

Wishing you a day filled with laughter, success, and all the little joys that make life brighter. Happy Birthday Hailey!

03/19/2026

In the month of March, we celebrate the following employees Birthdays:

Milan - March 14th 🥳

Madee - March 20th 🎂

Shandy - March 25th 🎉

Marie - March 26th birthday 🎁

Wishing each of you a very happy birthday filled with all of the courage to chase your dreams, the strength to overcome challenges, and the joy of every little victory ✨️

03/09/2026

Something to be aware of!

IR-2026-30, March 5, 2026 — The Internal Revenue Service today announced its annual Dirty Dozen list of tax scams for 2026 that threaten the tax and financial information of taxpayers, businesses, and tax professionals.

02/27/2026

We are a little late to post, but still wanted to give a shout out for employee birthday!

Happy Birthday Edward!

Edward is new to our firm, but has already become a valuable part of our team. We are excited to have you working with us!

Please help us to wish him a Happy Birthday!

02/26/2026

In the month of February, we celebrated the following employees work anniversaries!

Leah - Feb 16th - 9 year with R&A and 35 years in our Ukiah office (previously for Pam Rones) 🥳

Sarah - Feb 17th - 4 years with R&A celebrate 🎊

Thank you both for going above and beyond! This company thrives because we have employees who care. Congratulations to each of you. Cheers to another year!

02/26/2026

https://www.usatoday.com/story/money/personalfinance/2026/02/25/state-estate-tax-shrink-inheritances/88721970007/?utm_medium=email&utm_source=rasa_io&utm_campaign=daily_clips

Some states have estate taxes with low thresholds that many people can reach. Learn which states have them and how they could impact your inheritance.

01/16/2026

Today is John's Birthday! 🥳 🎉 🎊
Our boss, our leader, our friend.
Wishing you a year filled with success, good health, and happiness. Happy Birthday, and thank you for your inspiring leadership.